$DAL Delta Tape Reports
Per Ticker.id: $DAL Delta Tape Reports — 5 podcast mentions across 5 podcasts (30 days), latest 2026-08-25 22:33 UTC.
And there are many trade-offs both products are making for that sort of respective specialization. So one, you've kind of got this domain-level specialization that's already occurring. And then two, as I mentioned earlier, you've got this sort of— I think of it as the Big Five sort of personality traits. If folks have studied that, you know, you can't be both highly open and highly neurotic. And, you know, sometimes when you have an intelligence you're applying to an accounting problem, you want neuroticism. When you're applying it to a design problem, you want openness. So you actually have a need for both types of minds in the organization, which is why you would select something like a GLM-53 versus a KIMI-K3. So Definitely not commodities in our view. This is an important point. You know, there are many product categories in which model aggregation delivers a greater-than-sum-of-parts outcome. And, you know, a good metaphor for this is Expedia. You know, it's so much more useful to use Expedia than it is to go to United, than to go to Delta, than to go to Southwest. You just want a single place where you can benefit from seeing every airline's inventory. Similarly, you know, in coding, we're actually seeing this with Cursor a ton where you want to do a very frontier model for planning, for example, but then you can use a lesser model for execution and you really need to have one product harness or sort of product architecture that lets you use multiple models. Creative tools is another great example where you've got, you know, models that specialize in different modalities. So you've got something like an ElevenLabs, which of course is incredible at voice music as well. And then you've got something like Black Forest, which is doing such an excellent job in kind of video and creative direction. and the correct product is to bring all of these together into one shell. And then finally, research and decisions. We see this all the time where, you know, the models are trained with sort of non-overlapping datasets often. So you're able to just get more information by running the same query through many models adversarially and then having a separate model sort of help you converge.
Anish Acharya — The a16z Show · The State of AI: Macro, Apps, and Consumer · 2026-08-26It really did, right? You were right on the fundamentals, but you paid too much. And this is very apropos of the current moment. Let's look at Delta. Let's look at Delta. I see a double bottom at $80. I bought some more today. I do have a stop in. I think this is the best airline in the world, not just the experience as a user, but the way the company is run. Ed Bastian is phenomenal. He said, so this is the same theme. He said this week AI could lift Delta's profitability by as much as 50%. He frames that moving the margins from roughly 10% to 15%. But that's worth billions.
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Billions. Okay. Delta is working with Fetcher on AI fare setting as of July 2025. AI was only influencing 3% of fares. The stated goal is for 20% of all Delta flights to have this AI lens on the pricing. It's going to work so long as the economy holds up. It's going to work. Delta also implemented AI-driven baggage technology during the July 2026 quarter. And I don't know what that means, but I like to say I can't— I don't know. I don't know. Maybe they put a data center in the baggage claim.
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25So United has bet on the fact that there is, there is a huge demand for premium as well as leisure travelers who are sort of well-heeled. I mean, they've talked about how the average income for their typical customers is much higher than the typical US airlines. And so United has sort of always bet on these high-paying, sort of more affluent customers. And that bet has paid off because they, along with Delta, are the the most profitable airlines in the industry. And that's the sort of bet that United is looking at, where you can sort of add more international routes, sort of get that FOMO traveler, the traveler who wants to go travel to exotic destinations like Valencia and Ibiza in Spain from America. And that's the customer that they're targeting. And with the A321XLR, you have a much smaller plane, so you can fill up that plane much more easily versus a much larger plane.
Sid Philip — Bloomberg Intelligence · Dick’s Falls Most Ever With Chairman Saying More Pain to Come · 2026-08-25So with United expanding this, these international offerings, Do you expect a response from Delta, from American shortly? I mean, are they going to come out with their offerings?
John Tucker — Bloomberg Intelligence · Dick’s Falls Most Ever With Chairman Saying More Pain to Come · 2026-08-25So American's already been flying the XLR and they've sort of talked about how they plan to fly that to more secondary cities in Europe. Delta hasn't made a bet on the XLR. They haven't sort of— they've expanded internationally, they've added new routes, but they haven't yet made some similar bet like the XLR. And so it remains to be seen where Delta sort of expands to in their network.
Sid Philip — Bloomberg Intelligence · Dick’s Falls Most Ever With Chairman Saying More Pain to Come · 2026-08-25The delta. Yeah, the delta. Delta. I just want to say this because it sounds like I'm a smart person. The delta. David, you like that?
Jim Cramer — Squawk on the Street · 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge · 2026-08-25Okay, now let's just pause here, put the two stories together. Sarah Friar, CFO of OpenAI, says, hey, we hear you loud and clear. Harvey's saying, hey, by the way, um, just want to let everybody know, 6 months ago, we started using these open source models. We started building our own, and we're building our own for our clients so that our clients don't share the intelligence. So if you're a litigation firm A and your top competitor litigation firm B, so Acme Litigators and Delta Litigators are both using Harvey, let's say. Harvey now is like, not only do we not trust OpenAI with this, We need to have our own model. We need to build a fortress. We're gonna— and we'll have our castle. It's gonna have a big wall around it. We're gonna build two keeps. One keep for ACME litigators, one keep for Delta litigators. So y'all are gonna get your own litigation data, all your internal memos, all your emails, all of your Zoom calls about this. We'll feed your local model for you, but it's not gonna make it to our castle. You're in your own keep. Defend your keep. Keep, and the two keeps will not share data, right? This is what's going to happen to the frontier models when they go public. You're going to have this headwind of which of these customers— Harvey was probably spending, if I had to guess, I'm going to say $10 million a month with OpenAI.
Jason Calacanis — This Week in Startups · Open source is going to win it all: Harvey proves it | E2328 · 2026-08-21